HDFC Flexi Cap Fund vs SBI Flexicap Fund compare

HDFC Flexi Cap Fund vs SBI Flexicap Fund compare

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HDFC Flexi Cap Fund - Growth Plan

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SBI Flexicap Fund - REGULAR PLAN -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Fund	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹94069 Cr	₹23556 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	01 Jan 1995	29 Sep 2005
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500 TRI
Turn Over	42.17%	55%
Expense Ratio	1.42	1.67
Manager	Dhruv Muchhal	Pradeep Kesavan
ISIN Code	INF179K01608	INF200K01222
Exits Load	HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Month	-1.23%	-0.78%
6 Month	2.3%	2.08%
1 Year	10%	4.33%
3 Year	21%	13.59%
5 Year	23.45%	14.19%

SIP Return Analysis

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month	2.06%	2.93%
1 Year	13.08%	12.35%
3 Year	18.52%	11.39%
5 Year	20.6%	11.96%

Rolling Lumpsum Returns

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Year	19.47%	12.07%
3 Year	18.54%	12.87%
5 Year	16.62%	13.27%

Risk Management

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Standard Deviation	10.52%	10.98%
Sharp	1.24%	0.66%
Beta	0.78%	0.83%
Alpha	6.27%	-0.96%

Fund Managers

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Name	Dhruv Muchhal	Pradeep Kesavan
Total AUM	₹520687 Cr	₹434274 Cr
Funds Managed	40	43
	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option

Market Cap

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	13.81	12.67
Large Cap	74.2	63.46
Small Cap	8.73	10.63
Mid Cap	3.26	13.25

Sector Allocation

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	11.32	4.89
Technology	5.37	9.54
Consumer Cyclical	15.16	12.62
Industrials	5.03	12.52
Basic Materials	5.2	12.5
Financial Services	40.05	35.3
Healthcare	7.87	1.91
Real Estate	2.49	-
Energy	1.42	4.3
Communication Services	2.61	5.5
Utilities	2.61	-
Consumer Defensive	0.88	0.93

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